Verify and Modify Eligible Memberships for the Tax credit - Step 2

VERIFY

At this step, you will be able to verify the eligibility of your memberships to tax receipts as well as their information.

You will be able to make the last changes so that everything is consistent for the generation of your receipts.

IMPORTANT: If errors occur after this step, you will need to modify each receipt individually, as subsequent changes will not affect the receipts.

You can use the search fields from the Display drop-down menu to make things easier for you.

If you are using  an Excel document will be generated, to facilitate the verification of the information.

MODIFY

If you need to change the eligibility, start or end date, or the amount of a membership, you must go to the MEMBERSHIPS tab to make the necessary corrections.

 

When all is conform, click on 

 

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